TY 2020 GeneralExplanationAttachment
Name:
THE HEISING-SIMONS FOUNDATION
| Identifier |
Return Reference |
Explanation |
| SCHEDULE OF CONTROLLED ENTITIES |
FORM 990-PF, PART VII-A, LINE 11: |
MEDLEY HS F LLCFEIN: 26-XXX-XX-XXXX CALIFORNIA STREET, SUITE 3350, SAN FRANCISCO, CA 94111EXCESS BUSINESS HOLDING: NOOCTAGON INVESTMENT GRADE CLO OPPORTUNITY FUND, LTD.C/O OCTAGON CREDIT INVESTORS, LLC250 PARK AVENUE, 15TH FLOORNEW YORK, NY 10177EXCESS BUSINESS HOLDING: NO |
| ADDITIONAL INFORMATION FOR EXPENDITURE RESPONSIBILTY STATEMENT |
FORM 990-PF, PART VII-B, LINE 5C: |
THE DATES OF REPORTS BY GRANTEE ATTEMPTS TO LIST ALL THE DATES OF ALL REPORTS RECEIVED FROM THE GRANTEES. IN CERTAIN CASES, THE LIMITED TEXT FIELD WILL NOT ALLOW ALL REPORTS RECEIVED FROM A GRANTEE TO BE LISTED, SO FOR THOSE GRANTEES, THE REPORT LISTS AT LEAST ONE REPORT IN EACH YEAR THAT REPORTS WERE RECEIVED. REPORTS RECEIVED DURING 2021 WILL BE REPORTED ON THE 2021 RETURN. IF ANY REQUIRED REPORTS HAVE NOT BEEN RECEIVED, THE FOUNDATION IS MAKING ALL REASONABLE EFFORTS TO OBTAIN THE REPORTS AND IS WITHHOLDING ANY ADDITIONAL PAYMENTS ON GRANTS UNTIL THE REPORTS ARE FURNISHED. |
| LIST OF OFFICERS, DIRECTORS TRUSTEES AND FOUNDATION MANAGERS |
FORM 990-PF, PART VIII: |
THE FOUNDATION HAS A RESOURCE SHARING AGREEMENT WITH THE HEISING-SIMONS ACTION FUND, A SECTION 501(C)(4) ORGANIZATION. THE ACTION FUND MUST PAY FAIR MARKET VALUE FOR ALL SERVICES PROVIDED BY THE FOUNDATION, INCLUDING BUT NOT LIMITED TO STAFF TIME, OFFICE SPACE, COMPUTERS, PAYROLL, BENEFITS, AND BOOKKEEPING. |